Strategy. Protection. Solutions.
Estate Planning Attorneys
We are estate planning attorneys who take nothing for granted and believe nothing is routine. We understand every family is unique and with our experience we can recognize the eventualities you could face from a legal standpoint. We will work with you to examine your particular situation and guide you through the often confusing maze of financial and legal decisions to create an estate plan that best protects you and your family. So whether it’s preparing a Will or Trust or domestic partnership agreement, you will be protected now and in the future.
We know first-hand the benefit of good legal planning and the pain of inadequate preparation. So we approach law a little differently:
Flat Fees — We charge a flat fee for most of our services, so there will never be any surprises. We want you to ask all your questions without worrying about being billed for our time. At our initial meeting (which we call a Family Wealth Planning Session) you will choose the level of planning and flat fee that works best for you and your family.
Educated & Informed — We will educate you on your options and keep you informed throughout our process so you will know your plan will work. We don’t just prepare a set of legal documents for you and send you on your way. We make sure your assets are owned in the right way (both now and over your lifetime), we make sure there is a good plan in place for your kids, and we ensure everyone you’ve named in your plan knows what to do if anything happens to you.
Easy & Painless — We have a team in place to answer your quick questions and to make the planning process incredibly easy and painless for you and your family. We have a unique process that starts by getting you more financially organized than ever (by filling out our Family Wealth Inventory and Assessment). We work off that foundation to create a customized and personalized legal experience for you. Also, we make our office welcoming so you don’t dread coming to see us. We work out of a big old house and bring our dogs to work.
Relationships & Plan Reviews — We form lifetime, ongoing relationships with our clients — you are not forgotten when you walk out our door. We check in periodically to keep your affairs up-to-date. Throughout your life, things change: you change; your assets change; your family changes; and the law will definitely change. We will review your plan for free at least every 3 years (and annually through our VIP Membership Program).
Resource — We help you get your legal and financial affairs in order by helping you make smart choices about things like buying insurance, saving for college, and retirement planning so you never spend more than you have to or get taken advantage of by unscrupulous sales people.
Our approach must be working. Our clients ask us to keep champagne in the fridge. They tell us they walk out feeling like they want to raise a glass because protection is worth celebrating.
Ready to get started? Contact Us!